Summary:

Performs a variety of advanced level technical and routine administrative duties related to the day-to-day operational functions of the Defined Contribution Savings Plans (401(k),457(b), traditional IRAs, and Roth IRA

• Answers in-bound phone calls to educate and counsel members on tax advantaged investing in the Utah Retirement Systems (URS) Savings Plans.
• Meets with, counsels and educates plan participants who come into the URS office regarding plan provisions, options and potential ramifications (IRS, state tax issues etc.) of investing in the URS plans.
• Processes participants’ applications including regular and hardship withdrawals, plan loans, loan defaults, Required Minimum Distributions (RMD), W-4Rs, IRA conversions and re-characterizations etc. in a timely, accurate and efficient manner.
• Acts as a department cashier by accepting payments and reconciling and balancing receipt books.
• Investigates, researches solutions and responds to customer issues received by mail, phone, e-mail and other sources in a timely and appropriate manner. Involves a Supervisor or other appropriate person when necessary.
• Works on individually assigned projects such as editing or updating various departmental brochures or marketing materials, researching various retirement related topics, or responsibility for overseeing certain departmental processes.
• Backs up other Customer Service Specialists when they are on vacation, sick, etc.
• Maintains strict confidentiality.
• Performs other similar duties as required.

Associate degree and two (2) years of related experience; or an equivalent combination of education and experience.

Preferred qualifications: Call-center experience, industry certifications (Certified Financial Planner (CFP), Certified Employee Benefit Specialist (CEBS), Chartered Financial Consultant (ChFC), etc.), experience in retirement plans and/or IRA administration, and sales.